VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.49%
This Quarter Est. Return
1 Year Est. Return
+24.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$223K 0.05%
+8,380
352
$217K 0.04%
+3,724
353
$213K 0.04%
+4,170
354
$212K 0.04%
+8,360
355
$211K 0.04%
+3,525
356
$208K 0.04%
+2,600
357
$208K 0.04%
1,600
-69
358
$207K 0.04%
+4,120
359
$207K 0.04%
+1,450
360
$205K 0.04%
+3,523
361
$205K 0.04%
+9,450
362
$205K 0.04%
+9,007
363
$204K 0.04%
+2,466
364
$204K 0.04%
+358
365
$204K 0.04%
+4,985
366
$203K 0.04%
+5,040
367
$201K 0.04%
+3,880
368
$201K 0.04%
+750
369
$200K 0.04%
+10,228
370
$186K 0.04%
+12,115
371
$173K 0.04%
+12,636
372
$166K 0.03%
11,600
-1,000
373
$119K 0.02%
+12,324
374
$100K 0.02%
+1,577
375
$95K 0.02%
10,990
+500
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